Alex
Perricone

Park Avenue Securities LLC

CRD#7410461
Investment Advisor
in Woodcliff Lake, NJ

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About this Advisor

Alex Perricone is a financial advisor based in Woodcliff Lake, New Jersey, working with Park Avenue Securities LLC. Alex has previously held positions at Educational Services Center, Full Time Student, Leslie's Pool Store, Genie Lighting Limited, Pizza 206, Acme, Knowledgine Inc, International Planning Alliance LLC, Guardian Life Insurance Company, and Park Avenue Securities. Alex has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and Pennsylvania. Currently, Alex is part of Park Avenue Securities LLC, which operates out of Woodcliff Lake, New Jersey. The firm has 399 offices and 1,841 employees. The firm manages assets totaling $11.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Park Avenue Securities LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

50 Tice Blvd Suite 280
Woodcliff Lake, NJ 07677

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$11,881,593,369

NJ Average: $7,464,549,021
Total Number of Employees

1,841

NJ Average: 88
Total Number of Accounts

62,811

NJ Average: 3,892
Average Account Size

$189,164

NJ Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Alex Perricone Work History

2022 - Present (3 years)

Guardian Life Insurance Company

2022 - Present (3 years)

Park Avenue Securities

2022 - 2022 (< 1 year)

Park Avenue Securities

2021 - 2022 (1 year)

Guardian Life Insurance Company

2020 - 2021 (1 year)

International Planning Alliance LLC

2019 - 2019 (< 1 year)

Acme

2019 - 2019 (< 1 year)

Knowledgine Inc

2019 - 2020 (1 year)

Full Time Student

2018 - 2019 (1 year)

Pizza 206

2016 - 2016 (< 1 year)

Leslie'S Pool Store

2016 - 2016 (< 1 year)

Genie Lighting Limited

2016 - 2017 (1 year)

Full Time Student

2015 - 2016 (1 year)

Full Time Student

2014 - 2015 (1 year)

Educational Services Center

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Disclosures

Please visit the SEC profile of Alex Perricone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Park Avenue Securities LLC

Daniel Andreotta
Charlotte, NC
John Rosser
Greensboro, NC
Joseph Miller
Las Vegas, NV
Anthony Ryan
Austin, TX
Matthew Nerz
Houston, TX
Marc Merber
Garden City, NY
Jessica Jade Valentini
West Palm Beach, FL
Louis Richards
Irvine, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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